Filed June 10, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,706 | $125,758-42.2% | $169,993-57.2% | $75,163-3.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.40% | 27.20%-13.8pp | 53.37%-40.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $4,605 | $4,615-0.2% | $6,785-32.1% | $2,670+72.5% |
| Participant deferral / active EE | $4,849 | $6,837-29.1% | $10,408-53.4% | $4,125+17.6% |
| Admin fee / account holder | $16,796 | $8,173+105.5% | $12,815+31.1% | $5,651+197.2% |